6-Hour Program

See Credit Details Below

Overview

Why You Should Attend

With commercial real estate facing major headwinds in a “work from home” economy, many partnership-debtors will need to restructure their obligations, and must pay careful attention to the potential tax consequences of doing so. At the same time, the vigorous U.S. economy is pulling in investment from abroad, which naturally raises questions about the most efficient way to structure that investment. BEPS Pillar Two is forcing international tax advisers to re-think their tax planning strategies, and higher interest rates are forcing companies that fund internally with debt to consider whether those debt instruments should be restructured to comply with the arm’s-length standard. This year’s program will help attendees understand the impact of these new developments on the taxation of financial products and transactions, while also exploring familiar topics.

What You Will Learn

After completing this program, participants will be able to:

  • Apply the arm’s-length standard to related party debt
  • Identify unresolved tax issues in inbound financial transactions across a variety of sectors
  • Help troubled real estate partnerships restructure their debt
  • Gain a deeper understanding of the rules involving BEPS 2.0

Who Should Attend

Attorneys at law and accounting firms who advise clients on financial transactions and products; in-house tax professionals who help structure transactions and make ASC 740 determinations; hedge fund traders and portfolio managers who want a better understanding of the tax rules governing financial products and transactions; accountants who work in the area of financial products; people who advise hedge fund managers, banks, and insurance companies; and government attorneys who want to stay on top of what’s happening in the capital markets will all benefit from attending this program.

 

Program Level: Overview

Intended Audience: Attorneys at law and accounting firms who advise clients on financial transactions and products; in-house tax professionals who help structure transactions and make ASC 740 determinations; hedge fund traders who want a better understanding of the tax rules governing financial products and transactions; accountants who work in the area of financial products; people who advise hedge fund managers, banks, and insurance companies; and government attorneys.

Prerequisites: Familiarity with the U.S. tax rules affecting financial products and transactions.

Advanced Preparation: None

Credit Details

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